Treasury Business Process Data Analyst

Basic Qualifications

Education: Bachelor’s degree in finance, accounting, mathematics, economics, computer science, engineering, or a related field or equivalent years of experience.

Experience: 1+ years in corporate treasury, finance operations, FP&A, or a tech‑adjacent finance role.

Technical Skills: Advanced proficiency in Microsoft Excel, PowerPoint, and Outlook (e.g., XLOOKUP, SUMIFS, pivot tables, multi‑axis charts, power query, complex workbooks, import/export).

Communication: Ability to create compelling PowerPoint narratives for senior executives.

Personal Attributes: Independent self‑starter, results‑driven, clear communicator, continual learner, and strong cross‑functional collaborator.

Analytical Ability: Strong investigative skills to pinpoint root causes of data issues, debug complex problems, and resolve inconsistencies.

Job Description

Ready to shape the future of Treasury? Join us as a Treasury Business Process Analyst, harnessing advanced automation and AI to streamline workflows and accelerate strategic decision-making. This role will support Capital Markets and Treasury operations, data analytics, process improvement, and technology enabled finance transformation within a controlled operating environment.

The ideal candidate possesses a growth mindset, effective communication and critical thinking skills, and the ability to analyze data for informed decision making and validation. Innovation and process improvement are core to this role, positioning you at the forefront of driving change and excellence across the organization.

Daily Responsibilities

Embed with the Treasury team to learn end‑to‑end processes, then partner with FAST (Finance Automation Solutions Team) and LAIC (Lockheed Martin AI Center) to design and build AI‑assisted workflows.

Perform capital‑markets operations, supporting settlements, valuation, accounting, forecasting, reporting, and SOX compliance.

Expand knowledge across Treasury finance disciplines while identifying opportunities to automate processes, workflows, and reporting.

Learn and utilize the Quantum Treasury Workstation to support and improve operations, unlock reporting, dashboarding, and operational capabilities.

Support quarterly Treasury Tech Talks by introducing new ideas, delivering training, and fostering AI/ML discussions.

Maintain the Treasury AI Use‑Case list, working with FAST to translate ideas into solutions.

Track tasks and metrics; apply AI tools to convert complex activities into streamlined, repeatable processes.

Own documentation, training, and adoption for new technology workflows.

Drive Proactive AI‑Enabled Process Improvement: identify operational inefficiencies and design, build, and deliver AI‑ or automation‑based solutions that meet Lockheed Martin governance, standards, and security requirements.

Evaluate existing AI/automation toolsets (e.g., ML pipelines, RPA platforms) and select the most appropriate ones.

Develop proof‑of‑concepts or prototypes without waiting for formal requests.

Document and present solutions in line with LM architecture and compliance frameworks.

Desired Skills

Data & Visualization Tools: Experience with Databricks, Tableau, Power BI, Power Automate, and other GenAI tools.

Corporate Finance Knowledge: Familiarity with NPV cash‑flow analysis, financial statements, WACC, capital structure, stock‑price analysis, and bond‑yield relationships.

Process‑Improvement & AI Expertise: Demonstrated ability to independently scope and deliver technical solutions for process improvement. Hands‑on experience with Generative AI concepts (prompt engineering, evaluation, retrieval‑augmented generation).

Attention to Detail & Quality: Consistent focus on precision and high‑quality deliverables.

Training & Knowledge Transfer: Ability to implement training plans that elevate organizational AI/automation expertise.

Modeling & Analytics: Experience with Advanced Analytics (machine learning, statistical analysis, equity and fixed income valuations, predictive modeling, scenario analysis, etc.).

Education & Training: May have advanced degree or training certification in related field (i.e.: MBA, CFA, Greenbelt, Blackbelt, Alteryx, Tableau)